Part 2/10:
Elon Musk emphasizes that this hardware upgrade is central to Tesla’s long-term vision. The new chips are not just improvements but are designed enzymatically to power brain-centric applications: the AI driving Tesla’s robo-taxis, the humanoid robot Optimus, and the inference cloud known as XAI. These technologies are on the cusp of mass deployment, with potential rollouts beginning as early as Q1 2024.
Musk asserts that the rapid development of AGI or ASI over the next 36 months will fundamentally change humanity. The convergence of embodied AI—robots in physical form—and cloud-based inference pillars makes these technological advances particularly groundbreaking.